O FFICE 365 E XCHANGE O NLINE M IGRATION Q UESTIONNAIRE

This questionnaire acts as a readiness guide for you to take a look at your own environment to determine
the feasibility of moving to the Office365 cloud. It is highly recommended to complete this questionnaire
with individuals who have intimate knowledge of your network infrastructure. The questionnaire covers in
more technical detail, some of the organizational and environmental considerations that need to be
identified before making a move.

Organization Information
1. Does your Active Directory
Domain name match your
primary email address?
(For example, abc.com for the domain and
john@abc.com for email address.)

2. Are you considering

purchasing Office 365 Pro Plus
as you migrate to Exchange
Online?
(Office 365 Pro Plus includes the full Microsoft
Office suite like Word, Excel, Powerpoint, Etc.
vs. only using Outlook/Exchange Online for
email purposes)

3. Do you have an existing

Enterprise Agreement with
Microsoft? If not, how do you
currently purchase your
Exchange/Office licensing?
a. Does this agreement
cover all of your current
users?
b. When is this agreement
up for renewal?
4. Are there any special
organization configuration
items that come to mind that
we need to be aware about
that can affect a migration or
utilizing Office 365?
5. How many users do you
currently have today?
6. How many people do you have
in IT that will be supporting
Office 365?
7. How many physical locations
does your organization have

Yes
No
Internal AD domain
________________________
External domain
___________________________
Yes
No

Yes, we have an EA
A: Covers all users?
___________________________
___________________________________________
B: Renewal Date?
____________________________
___________________________________________
No, we dont have an EA
We purchase through
_________________________

___________________________________________
___________________________________________
___________________________________________

___________________________________________
___________________________________________

___________________________________________

and would this impact this

project?
8. Does the environment
currently utilize virtualization
for your servers?
a. If so, what is the
hypervisor of choice?

___________________________________________
Yes,
We use
____________________________________
___________________________________________
No

Active Directory
9. What is your current Forest
and Domain Functional Level
for AD?
10. How many domain
controllers are in your
environment?
11. Are there any known issues
that would cause problems
with extending your AD
schema for Office 365?
12. Are there any Group Policy
Objects that control Exchange
or Office?
13. Are you wanting to utilize
your Active Directory
credentials for Office 365
authentication?

___________________________________________

___________________________________________

___________________________________________
___________________________________________
Yes,
We use
____________________________________
___________________________________________
No
Yes
No

Exchange Information
14. What is the version of
Exchange that you are
currently running?
15. How many Exchange
servers are in your
environment?
16. Do you have any specialized
software installed on your
Exchange servers?
17.

How frequent do you

___________________________________________

___________________________________________
Yes,
We use
____________________________________
___________________________________________
No

backup your Exchange

servers?
18. Is there an option to
manually do an incremental
backup?
19. Do any of your users have
access right to manage other
peoples mailboxes?

___________________________________________
Yes
No
Yes
No

(NOTE: This would be like an assistant

having access to a managers mailbox.)

20. Do you use Public Folders?

If so, please provide details of
what they are used for.
21. Do you have the need for
dedicated TLS connection to
the internet?
22. Do you have any SPF DNS
records for your domains that
need to be maintained?
23. Do you utilize the
Autodiscover DNS record to
configure your desktops and
mobile devices?
24. Does your company have
multiple email address
policies? If so, please describe.
25. Does the migration of
Personal Folder (PST) files
need to be considered?
26. Are there any special
policies that need to be
applied to your mailboxes?

___________________________________________
___________________________________________
___________________________________________
Yes
No
Yes
No
Yes
No

Yes,
We use
____________________________________
___________________________________________
No
Yes
No
Yes
No

Desktop
27. What operating systems
are running on your users
computers?
28. Are your OSs kept up with
monthly security patches?
29. Is MS Office updated at the

___________________________________________
Yes
No
Yes
No

same time?
30. What version of Office are
you currently deploying?
31. Do your users operate in
Exchange Cached Mode?
32. Is there a need to keep
older versions of Office on
users computers?
33. What web browser is the
primary choice in your
environment?
34. Do you allow your users to
be administrators on their
computer?
35. Do you have a bring your
own device (BYOD) policy?
36. Do you block the use of pst
files on users workstations?

___________________________________________
Yes
No
Yes
No

___________________________________________
Yes
No
Yes
No
Yes
No

Third Party Products

37. Are you running a
Blackberry Enterprise Server in
your environment?
a. If so, how many users?
b. What is the version of the
BES server?
c. Are you pushing any
policies to the devices?
This will include screen
lock times, cannot install
third party software and
etc.
38. Are you running a Mobile
Device Management solution?
a. If so, how many users?
b. Who is the vendor?
39. Is there a voicemail system
attached to your Exchange
servers?

Yes,
A: Number of users:
_________________________
B: Version:
_________________________________
C: Policies:
________________________________
__________________________________________
No

Yes,
A: Number of users:
_________________________
B: Vendor:
_________________________________
No
Yes,
A: Vendor:
_________________________________

a. If so, who is the vendor

b. What is the version?
c. What features are you
using from the voicemail
system?
40. Do you have a fax system
attached to you Exchange
servers?
a. If so, how many user
actively use the system?
b. What is the system that is
in use?

B: Version:
_________________________________
B: Features:
________________________________
__________________________________________
No
Yes,
A: Number of users:
_________________________
B: Vendor:
_________________________________
No